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Manager record

Wellington Grp LLC

Indianapolis, IN · CIK 2134013 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$702.57MReported 13F valueQ2 2026 · as filed
538Holdings listed
+116.4%vs prior quartervalue change includes market moves
3Quarters on record
Aug 26Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $300.4M$300.4MQ4 2025397 holdingsQ1 2026: $324.6M$324.6MQ1 2026394 holdingsQ2 2026: $702.6M$702.6MQ2 2026538 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 26 2026 13F-HR/A · period Q2 2026

$377.94M · 144 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 14 2026 13F-HR · period Q2 2026

$324.63M · 394 holdings listed · View original SEC filing ↗
May 22 2026 13F-HR · period Q4 2025

$303.51M · 1,017 holdings listed · View original SEC filing ↗
May 22 2026 13F-HR/A · period Q4 2025

$300.41M · 397 holdings listed · amendment (restatement) · View original SEC filing ↗
May 22 2026 13F-HR · period Q1 2026

$324.63M · 394 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 26, 2026 · Change methodology